Hantz Financial Services
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Hantz Financial Services’s UBS Group UBS Stock Holding History

Hantz Financial Services’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.61M Sell
33,491
-15,084
-31% -$793K 0.02% 400
2026
Q2 		$2.41M Sell
48,575
-2,433
-5% -$111K 0.03% 314
2026
Q1 		$1.99M Sell
51,008
-14,133
-22% -$605K 0.03% 332
2025
Q4 		$3.02M Sell
65,141
-3,623
-5% -$146K 0.04% 263
2025
Q3 		$2.82M Sell
68,764
-6,468
-9% -$251K 0.04% 278
2025
Q2 		$2.54M Sell
75,232
-648
-0.9% -$20.1K 0.04% 299
2025
Q1 		$2.32M Sell
75,880
-2,930
-4% -$97.7K 0.04% 307
2024
Q4 		$2.39M Sell
78,810
-2,499
-3% -$79.2K 0.04% 305
2024
Q3 		$2.51M Sell
81,309
-1,207
-1% -$36.3K 0.04% 306
2024
Q2 		$2.44M Sell
82,516
-4,320
-5% -$128K 0.05% 304
2024
Q1 		$2.67M Sell
86,836
-3,200
-4% -$94.5K 0.05% 299
2023
Q4 		$2.78M Sell
90,036
-7,666
-8% -$202K 0.06% 289
2023
Q3 		$2.41M Sell
97,702
-3,277
-3% -$76.5K 0.06% 283
2023
Q2 		$2.05M Sell
100,979
-1,270
-1% -$25.5K 0.05% 309
2023
Q1 		$2.18M Sell
102,249
-11,340
-10% -$237K 0.06% 290
2022
Q4 		$2.12M Buy
113,589
+231
+0.2% +$3.93K 0.06% 286
2022
Q3 		$1.64M Buy
113,358
+1,279
+1% +$20.5K 0.06% 293
2022
Q2 		$1.82M Buy
112,079
+3,976
+4% +$69.7K 0.06% 283
2022
Q1 		$2.11M Sell
108,103
-2,965
-3% -$56.1K 0.06% 279
2021
Q4 		$1.98M Buy
111,068
+5,338
+5% +$94K 0.06% 271
2021
Q3 		$1.68M Buy
105,730
+14,687
+16% +$238K 0.06% 273
2021
Q2 		$1.4M Buy
91,043
+7,653
+9% +$121K 0.05% 273
2021
Q1 		$1.3M Buy
83,390
+82,831
+14,818% +$1.27M 0.05% 262
2020
Q4 		$8K Buy
+559
New +$7.4K ﹤0.01% 549

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Hantz Financial Services's UBS Position: Q3 2026 in Review

Hantz Financial Services reduced its UBS Group (UBS) stake by 31% in Q3 2026, selling an estimated $793K and leaving 33,491 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #400.

Hantz Financial Services first reported a position in UBS in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q4 2025. 472 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Hantz Financial Services held 33,491 shares of UBS Group worth $1.61M as of Q3 2026.
  • Hantz Financial Services sold 15,084 UBS Group shares in Q3 2026, an estimated $793K.
  • UBS Group made up 0.02% of Hantz Financial Services's portfolio in Q3 2026, its #400 holding.
  • Hantz Financial Services first reported a position in UBS Group in Q4 2020 and has held it in 24 quarters since.
  • Hantz Financial Services's UBS Group position peaked at $3.02M in Q4 2025.
  • 472 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.